Ossiam Sells 114,404 Shares of CVS Health Corporation $CVS

Ossiam trimmed its stake in CVS Health Corporation (NYSE:CVS) by 33.8% in the 3rd quarter, HoldingsChannel reports. The fund owned 224,107 shares of the pharmacy operator’s stock after selling 114,404 shares during the quarter. Ossiam’s holdings in CVS Health were worth $16,895,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. lifted its position in shares of CVS Health by 72.1% during the third quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock valued at $26,000 after buying an additional 142 shares during the last quarter. Corundum Trust Company INC bought a new position in shares of CVS Health during the 3rd quarter worth approximately $29,000. Front Row Advisors LLC lifted its position in CVS Health by 436.5% during the second quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock valued at $31,000 after acquiring an additional 371 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in CVS Health in the second quarter worth $36,000. Finally, SOA Wealth Advisors LLC. grew its holdings in CVS Health by 36.9% in the third quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock worth $37,000 after purchasing an additional 131 shares during the last quarter. Institutional investors own 80.66% of the company’s stock.

More CVS Health News

Here are the key news stories impacting CVS Health this week:

• Positive Sentiment: Sanford C. Bernstein upgraded CVS to “outperform” with a $94 price target, signaling upward analyst momentum and providing a clear catalyst for investor sentiment. Occidental Petroleum, CVS, Petco: Top Analyst Calls
• Positive Sentiment: CVS announced a new AI-powered health platform, which could boost growth prospects for care management, digital engagement and margin improvement if adoption scales. CVS to launch new AI-powered health platform
• Positive Sentiment: CVS joined an international movement to become menopause accredited, strengthening its clinical services and retail clinic positioning in women’s health — a niche revenue/traffic driver over time. CVS Health joins international movement to become menopause accredited
• Neutral Sentiment: Analysts are revising fair‑value estimates modestly (one update moved fair value ~US$94→US$96), reflecting balanced views: upside from Medicare Advantage exposure but uncertainty on managed‑care earnings and capital allocation. How The CVS Health (CVS) Story Is Shifting With Medicare Advantage And Valuation Debates
• Neutral Sentiment: Competitive dynamics: a North Carolina health plan is triggering a bidding fight for 2028 Aetna/CVS contracts — potential upside if CVS wins, but outcome uncertain. N.C. Health Plan Sparks 2028 Bidding War Over Aetna And CVS Contracts
• Neutral Sentiment: Market reaction since earnings: commentary and data pieces note the stock has moved modestly since last quarter; investors are parsing guidance and EPS trajectory for cues. Why Is CVS Health (CVS) Down 1.7% Since Last Earnings Report?
• Negative Sentiment: Aetna, a CVS subsidiary, agreed to a $117.7M DOJ settlement over alleged inaccurate diagnosis coding in Medicare Advantage — a material legal headline that keeps compliance and MA reimbursement risk on investors’ radar. Aetna’s US$117.7m Settlement Puts CVS Health Compliance In Focus
• Negative Sentiment: Policy risk: CVS warned it may close 100+ Tennessee pharmacies if proposed PBM legislation passes, highlighting state‑level regulatory risk that could reduce retail footprint and revenues in affected markets. CVS threatens to close 100+ Tennessee pharmacies over PBM legislation

Wall Street Analyst Weigh In

Several analysts have recently commented on CVS shares. Royal Bank Of Canada reiterated an “outperform” rating on shares of CVS Health in a report on Thursday, December 4th. Leerink Partners reaffirmed an “outperform” rating and set a $98.00 target price on shares of CVS Health in a research report on Thursday, March 5th. Argus lowered their price target on CVS Health from $91.00 to $90.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Piper Sandler restated an “overweight” rating and set a $101.00 price target (up from $99.00) on shares of CVS Health in a research note on Wednesday, December 10th. Finally, JPMorgan Chase & Co. upped their price objective on shares of CVS Health from $93.00 to $101.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Twenty equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $95.05.

CVS Health Price Performance

NYSE CVS opened at $76.14 on Friday. The company has a market cap of $96.87 billion, a price-to-earnings ratio of 55.17, a PEG ratio of 0.79 and a beta of 0.49. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.84 and a quick ratio of 0.63. The stock’s fifty day moving average price is $78.17 and its 200 day moving average price is $77.74. CVS Health Corporation has a 1 year low of $58.35 and a 1 year high of $85.15.

CVS Health (NYSE:CVS) last issued its quarterly earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.09. The company had revenue of $105.69 billion during the quarter, compared to analysts’ expectations of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The firm’s revenue was up 8.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.19 EPS. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, equities research analysts forecast that CVS Health Corporation will post 5.89 earnings per share for the current year.

CVS Health Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Thursday, January 22nd were given a $0.665 dividend. The ex-dividend date was Thursday, January 22nd. This represents a $2.66 dividend on an annualized basis and a yield of 3.5%. CVS Health’s dividend payout ratio is currently 192.75%.

CVS Health Company Profile

CVS Health Corporation is a diversified healthcare company that operates a large network of retail pharmacies, pharmacy benefit management services and health care solutions. Headquartered in Woonsocket, Rhode Island, the company traces its roots to the early 1960s and has grown into an integrated provider of prescription drugs, over‑the‑counter products, clinical services and health insurance offerings. Its operating model combines retail pharmacy locations and in‑store clinics with broader pharmacy and health plan capabilities.

Key business activities include CVS Pharmacy retail operations, MinuteClinic walk‑in medical clinics and HealthHUB locations that offer expanded clinical services.